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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,661 | $180,462-34.2% | $154,111-23.0% | $135,379-12.3% |
| Participation rate | 18.2% | 87.4%-69.2pp | 83.0%-64.9pp | 82.6%-64.5pp |
| Annual return | -6.21% | 888.17%-894.4pp | 735.18%-741.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $39 | $5,806-99.3% | $5,081-99.2% | $5,609-99.3% |
| Admin fee / account holder | $63 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |